What is MeraCRM

Owners and Organization

Owners and Organization segment gives you complete information about how you and your team will operate MeraCRM. It explains you the different modules designed for you and your team.

Team

Team segment lets you set daily work diary for you and your complete team, to set followups and reminders and to keep complete information about your customers.

Manager

Managers help you to plan your daily routine, get complete customer information, segmenting your customer by tagging them, maintaining the sales and support pipeline and setting up automated alerts and followups.

What is Sales Force Automation?

Sales Force Automation enables you to manage sales process, plan daily routine, look after the finance, make proper entry of customer data and look after their complete interaction with the company.

What is sales pipeline?

Sales pipeline helps you to know how much business has got stuck in different stages of the sales process. You can know about the issues faced by customers from the support pipeline.

What is Followup Management

MeraCRM followup management are like the to do list which helps you to plan your day or to assign tasks to the team members. Recursive followups can also be set when necessary.

Explain customer care

What is Invoicing?

In simple terms invoicing can be said as the process in which the seller sends a bill to the buyer demanding him payment for the service provided by the seller. It gives a detailed description about the item sold like date, name of the product, quantity in number, bill amount, etc.

By Process

By Role

All Features

Why MeraCRM

MeraCRM is made in India and made for India. We understand Indian business better, so MeraCRM is leading CRM for India.

What is Work diary?

Work diary of MeraCRM enables you to to set work reminders, to look for overdue tasks, to manage daily worksheets and to keep the personal information of your customers like birthdays and anniversaries.

What is Quick Search?

Quicksearch feature of MeraCRM enables you to search any information quickly across all modules even by partial name, phone number or email address. You can even search by tags, custom fields or custom form fields.

What is Visiting Card Entry ?

Visiting card entry enables you to enter the details of the client from his visiting card into your crm software.

What is Custom Forms and Fields?

Sometimes the fields provided in MeraCRM may not be sufficient to enter customer details, so, in that scenario custom fields and customs forms are provided to enter as much as customer data you want.

What does powerful filters and reports do?

MeraCRM provides you the feature to apply filters on the data and get reports of the same.

What is Pipeline view?

Pipeline view helps you to know how much business has got stuck in different stages of the sales process. You can know about the issues faced by customers from the support pipeline.

What is Kundli view?

kundli view gives us the complete information about our customers or leads or companies or even support cases.

What are recursive followups?

Recursive follow ups are used to set automatic follow ups based on the recurring parameters that you have defined.

Why Tags and Ribbons are used?

Tags and Ribbons can be attached to any person, company, lead or support case. To search for any person, company, lead or support will become easy by attaching tags or ribbons to it.

What are automations?

MeraCRM helps you to set reminders for different tasks by automated automations. It can be like modifying data, assigning work to someone or sending Email or SMS notification or even combination of such multiple actions.

What is Sales Force Automation?

Sales Force Automation enables you to manage sales process, plan daily routine, look after the finance, make proper entry of customer data and look after their complete interaction with the company.

What is Marketing?

Marketing involves filtering the customers using tags and ribbons, working on business campaigns and communicating with customers at the right time for business.

What is Operation?

Operation involves applying routine automations, preventive alerts, manage documents and set followups and reminders. You can also set recursive follow ups for the tasks you need to do regularly.

What does Owners and Organization mean?

Owners and Organization segment gives you complete information about how you and your team will operate MeraCRM.
It explains you the different modules designed for you and your team.

What does Managers stand for?

Managers help you to plan your daily routine, get complete customer information, segmenting your customer by tagging them, maintaining the sales and support pipeline
and setting up automated alerts and followups.

What does Team stand for?

Team segment lets you set daily work diary for you and your complete team, to set followups and reminders and to keep complete information about your customers.

What are All Features?

All feature module provides a brief idea about all the features included in MeraCRM at one place. By going through this module you will get a better picture regarding the function and working of all these features.

Team

Rapid sales growth with efficient sales process

In this era of high competition, sales team need an efficient sales process to achieve big goals. It helps you to focus on right deals at right time and make more money by closing them in less time. Not only efficient sales process of MeraCRM helps you to make best deals but also its sales process tool distinguishes achievers from under achievers. Sales process tool of MeraCRM helps you to set automatic follow ups and in customization of local terms used in business.

Attract customers and gain more business by integrated marketing tools

Marketing helps businesses to get more deals. It helps to get more business from current customers and make new ones too. So identifying the right customer is a biggest deal. MeraCRM provides integrated marketing tools like tags and ribbons; filters and automated campaigns. Tags and ribbons helps segmenting data for marketing and sales. Filters helps us to filter customer data into unlimited categories. Integrated campaigns helps you to campaign customers on the basis of right analysis and generate more revenue.

Know better to serve better

Generally 80% revenue comes from just 20% customers, so gratify them to grow your business. Nowadays, customers need more than the value of their money. So it becomes tough for businesses to recognize their taste and serve them well. MeraCRM is an customer centric product. Its features helps you to make customers loyal and then brand ambassadors by giving them delighted services. MeraCRM provides you the tools so that you can maintain their log history, this information can be used to give customers better services in future.

Reduce your workload by proper synchronization.

For the better performance of any business, it is necessary to reduce the workload. Using automated tools reduces the workload of the team. Such team becomes more productive as they always have more time and accurate data to work with. MeraCRM provides reminders, automated triggers and follow ups to ease your work. Triggers can be set for routine tasks and for preventive alerts. Follow ups and reminders can be set to remind tasks that need to be done after an interval.

What is Customer Relationship Management (CRM)?

CRM is a set of process that have been developed using technology to increase business profit by better customer interaction. It not only uses a proper system but also blends culture along with a proper organized business structure.Customer service and support, and enterprise marketing management are among the main CRM areas of MeraCRM. It helps in creating a satisfactory customer experience to your current clients and even helps you to acquire new ones. To get new customers is not only a time consuming but an expensive effort too.

Why CRM software for India is different than rest of the world?

CRM software helps us to get an updated information about the customers by combining the human work force with latest updated technology. This helps us to know more about our customers and their behavior, which in turn can be used for thorough analysis of the customers for future sales and maintaining customer information.

How can MeraCRM help me to get my business any better?

It helps you to gain more time. A CRM software is in cloud so it helps the company to get rid of all the clumsy tasks such as data entry, admin work and security updates. Secondly, it helps the company to get a better view of the company businesses as it automates all the business processes by providing deep analysis and insights about important business sales and about client data.

How CRM software can help for service and support industry?

CRM software helps to get customer information from various sources; assign the cases to the appropriate support team; it helps to store the solution in the customer history which can be used in future as a reference of the same customer or to give solution to another customer over the same issue; in case of serious issues, issues can be escalated to the senior officials; helps to identify the areas where the company needs to improve the service.

MeraCRM provides helps to build up your business by providing you the best IT solutions using the latest technologies and best CRM integration.

What is CRM going to change in the sales and marketing campaign?

CRM helps the sales manager to monitor and analyze the team's sales activities. It helps him to know the current status of the team. He can predict the future sales and plan accordingly. For a sales representatives, it helps him to get the history of his customers easily which in turn provides him more time to plan the sales. The cloud based CRM provides the marketers to easily track down the sales leads and their sources and then send the leads to the right sales person.

Why to choose social CRM to traditional CRM?

Social CRM is entirely not a new concept. It's rather an expanded form of how we manage our business with customers in today's world, where consumers are smarter, more informed and vocally empowered with easy-to-use social media technologies wherever they are. Social CRM pays good return quickly. It does not need expensive IT infrastructure and technical maintaining staff and the existing IT costs helps the CRM to pay back early. Social CRM can be deployed quickly. Traditional CRM may take 12 months or more time to host compared to social CRM which only takes a few weeks time. Social CRM assures money savings within less time. As it does not need a huge capital for implementation you will find it giving results within short span of time. Social CRM is easy to use. Even the non-technical persons can use this through a user friendly interface. Social CRM provides unlimited Scalability. It helps you to make your implementations easily without costs and delay. Social CRM provides effortless updates. As the deployment of the new CRM features are virtually instantaneous and easy to upgrade, you get to be with the latest versions of the CRM systems always.

What is CRM changing in the territory of Customer service?

In today's world people prefer online search engines and other online platforms to get information about a product rather than calling the call centre of the company. So MerCRM's cloud based CRM service collects all the queries and conversation taking place on the Indian social network site regarding the product and provides it to the company using the CRM.

MeraCRM is product suitable to Sales team?

MeraCRM provides you all the information about your customers, which can be shared by the sales team and the manager. It helps you to get more sales by optimising and tracking the customer information. CRM provides a fast access online or offline and even on mobile devices.

How your CRM makes the business and operations easy?

MeraCRM has made a point to see that the CRM software is up to date and meets the requirements that today's business demands in the current scenario. It can be useful for any size of business company. The real time data helps the company to take quick decision, analyze the data and act accordingly.
So it can be seen that implementing MeraCRM software will help you to improve your business in a very effective manner.

What is CRM for cloud?

Marketing and the Service professionals of all the companies need a easy to use and accurate CRM application which works on the cloud. It gives an easier customization.

What is CRM cloud infrastructure?

A crm system completely depends on good hardware and software system. An effective CRM infrastructure is based on multi tenancy which means multiple customers sharing common technology and all running on the latest release. With multi tenancy, you don't have to worry about application or infrastructure upgrades-they happen automatically. In fact, multitenancy lets companies focus on managing CRM, not managing technology.

What are benefits of cloud?

Businesses which can understand the value of new technology and the future trends are the ones which take the lead in the market. Startups and SMEs who can face fatal competition with the larger established players in their market, certainly need to be more vigilant for the new technological developments which can add agility and buoyancy to their businesses. Cloud computing phenomenon is one such marvel which is perfectly well suited for startups and SMEs.

How CRM improves Business efficiency?
Cloud services helps to enhance the business of startups and SMEs in the following ways:
Cloud services helps startups and SMEs to take a swift start by stopping them to spend unnecessarily on installing and maintaining IT within the organization. By taking up cloud service, the company can have contact with its employees, vendors and customers at the same time. Minimum expense is only needed to start cloud services in the organization. Organization can efficiently take a note of its revenue growth without much expenses.

How cloud CRM manages data storage and security?
Since startups and SMEs don't have large volumes of data, they have less risk over data security. In fact, their data backup, storage and recovery may be much better facilitated by the cloud vendors as the infrastructure maintained by the cloud vendors may be much better in terms of efficiency than what the startups or the SMEs would go for because of high costs of owning IT infrastructure.

MeraCRM the CRM software

A large number of companies across the globe are turning towards cloud computing to update their business. The CRM solution provided by MeraCRM will help your business to get more sales rate compared to the current scenario. CRM provided by MeraCRM has been a great help to all the sales managers, sales representatives and executives.

How can CRM software help my sales team?

Increase sales team productivity:
The utilization of CRM technology with sales can give your sales team's productivity a huge boost. CRM can ease your teams work by automating many tasks related to sales process.

Build stronger customer relationships:
In sales maintaining relation with customers is important. By having a CRM software you can save much time and increase your productivity by interacting more with customers.

Reduce costs:
In sales reducing costs can be difficult at times. By CRM software you can save time by reducing errors by providing correct data.

Enhanced communication:
Communication within a sales team is critical when it comes to customer management. A CRM application is a great way to help increase communication in the sales team as it allows to share information among themselves instantly.

Easy access to lead intelligence:
Any sales team needs to access lead information any time. By CRM you can always maintain your leads easily.

Get organized:
Getting organized is not easy for any team. By having a CRM software you can manage your team better by assigning work and responsibilities to your team mates. It also gives you complete access to the leads and work accordingly.

Complete view of your customers:
Working in sales means working with several customers and potential leads every day. With so many contacts, it is important to have all the necessary information at your fingertips as you communicate with them. By CRM you can get a better idea of all your leads whether they are current or potential.

Improved sales reporting:
It is of the utmost importance that sales is up to date in order to develop accurate forecasts which help provide a good view of market and predict about future sales. CRM will also help you to resolve issues arising due to sales reporting. Data redundancy can be avoided and accurate up to date data can be obtained.

Bringing the field staff closer to the team:
Often there can be a large separation between the sales field staff and sales team. It mainly happens due to improper information. If the sales team is using a CRM software while on field work they will be able to keep their team updated always anytime.

Increase customer satisfaction:
: Customers are the primary concern of any sales team. By CRM, sales people can increase customer satisfaction by analyzing the customer information your team members collect. The information obtained can be analyzed within the system to provide reports and data which can then be used to create a product that matches or exceeds the expectations.